THOMAS ANTHONY LACROIX is currently employed as a Broker and/or Investment Adviser at ALLSTATE FINANCIAL SERVICES, LLC located at 914 Trenton Rd, Fairless Hills, PA, 19030-1412.
THOMAS ANTHONY LACROIX has worked at ALLSTATE FINANCIAL SERVICES, LLC since July 25, 2006
Disclosure History
THOMAS ANTHONY LACROIX has 2 Disclosure Event(s).
Date: July 09, 2015 Category: Customer Dispute Allegations: CUSTOMER ALLEGES THAT REPRESENTATIVE FAILED TO FOLLOW HIS INSTRUCTIONS TO STOP THE TRANSFER OF ASSETS FROM HIS AXA ANNUITY TO THE PRUDENTIAL ANNUITY, AND THAT THE TRANSFER COST HIM $45,000 IN LOST INCOME. Damage Amount Requested: $45,000.00 Settlement Amount: $969.60
Date: January 29, 2008 Category: Customer Dispute Allegations: REGARDING THE 2000 PURCHASE OF A DISCOVERY SELECT ANNUITY INSURANCE POLICY, THE CLIENT ALLEGED MISREPRESENTATION CONCERNING UNSUITABLE AND INAPPROPRIATE INVESTMENT.
More Information
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